Register Today! Intuit eSignature: Tips, Tricks, and Insider Knowledge - January 25, 2023
START DATE:1/25/2023
START TIME:1:30 PM CST
DURATION: 60 MINUTES
ABSTRACT:
Are you missing out on using Intuit eSignature to its fullest potential? Sure, at its core, having Intuit eSignature built into Lacerte Tax, ProSeries Tax, and ProConnect Tax makes it a functionality that amplifies convenience while staying compliant. But there is so much more to learn about how leading firms are taking full advantage of Intuit eSignature- before, during, and after tax season. Join us for this session that will talk about not only how to use Intuit eSignature, but also discuss best practices, practical insights, and tips for utilizing Intuit eSignature with professional tax software. Learning objectives: By completing this webinar, you will be able to:
Better utilize Intuit eSignature for your firm
Communicate the security benefits of Intuit eSignature to your clients
Differentiate authentication methods for Intuit eSignature
Improve firm collaboration and line-of-sight into your engagements
Minimize client procrastination
Who should attend? Anyone who ever needs a client to sign anything Course Level: Basic Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Computer Software and Applications - Non-technical Recommended CPE: 1 Recommended CE: 0 SPEAKER:
Ross Olson
Sr. Solution Specialist
Intuit
Ross Olson is a solution specialist for Intuit®. With a background in Intuit’s professional tax solutions – Intuit ProConnect™ Tax, Lacerte® Tax and ProSeries ® Tax, he strives to provide firms the means to discover workflows and implement strategies so that they can meet their unique definitions of prosperity.
Register Today! The Secret to Selling Tax Advisory - January 26, 2023
START DATE:1/26/2023
START TIME:12:00 PM CST
DURATION:60 MINUTES
ABSTRACT:
Proactive tax advisory has experienced a lift since about 2010, but really took off around 2016, and has been a buzz word for traditional accountants to make more money while working less. Somehow, technology, progress and resulting efficiencies made accounting work more of a need (vs. want) and a commodity over the last 2 decades of the past century and the first decade of the current one. And somehow, working 60-80 hours a week has become a badge of honor for accountants trying to compete for business and fees. It’s a losing proposition, if you ask me. Tax advisory is a way out for both us as accountants and our clients. We get to work less, charge more for our expertise, and the client gets to save more and have more meaningful support for their business and life. So it’s a win-win! Whether you’ve been trained in tax planning or advisory before, tried it out or are just considering it, there is a gap between theory and realistic practice. In this session, you will bridge that gap and learn how to implement it into your business immediately. LEARNING OBJECTIVES: By completing this session, you will be able to: · Shift your mindset so that you understand how you can start offering tax advisory now · Understand the business model (one time planning + ongoing, which is optional) · Identify client scenarios, fees and client ROI · Determine clarifying questions to be asked at Discovery, and offers to be presented (with a deadline) · Gain confidence in your pricing strategy for all components of the offers · Have a roadmap of how to implement this fast step-by-step into your business WHO SHOULD ATTEND? Anyone who prepares or reviews tax returns and other accounting work, and is not yet convinced that tax planning advisory = value billing. Course Level: Intermediate Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Taxes Recommended CPE: 1 Recommended CE: 0
SPEAKER: Tatiana Tsoir
Register Today! How to Get Maximum Tax Relief for Large IRS Balances - January 31, 2023
START DATE:1/31/2023
START TIME:2:00 PM CST
DURATION:60 MINUTES
ABSTRACT:
Effective bookkeeping allows an accurate tax return to be prepared. But when that tax return yields a balance due, what are the next steps for your tax paying client? Pay in full? Installment agreement? Are these the only two options? And how does a tax payer prevent large balances in the future? By being told to increase their withholdings? In this presentation, you gain insight into how tax resolution fits in to the tax services environment and how you as a tax professional can provide real and satisfying advice to your clients who are looking for less anxious solutions for their large tax balances. You will also gain insight in to the fears your clients may be facing and how you as the tax professional can help them alleviate those fears, helping them to gain even more confidence in you and lead to referral business from their peers. LEARNING OBJECTIVES: By completing this session, you will be able to:
Define tax resolution
Understand the difference and timing between tax planning, tax preparation, and tax resolution
See the value of adding tax resolution to your existing practice
Identify with the feelings your clients are experiencing when faced with having to deal with the IRS
Know the difference between Form 8821 and Form 2848 and when to use each
Become educated on the various resolution tools your clients may benefit from
Increase your value by educating consumers of financial information
WHO SHOULD ATTEND? CPAs, Enrolled Agents, and tax preparers interested in understanding how tax resolution can help their existing tax practice, those interested in expanding their tax practice beyond tax preparation, or those interested in knowing who to refer tax resolution business out to. Course Level: Beginner Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Business Law –Technical Recommended CPE: 1 Recommended CE: 1 IRS Category: Federal Tax Law Topics/Federal Tax Related Matters Online: NESGF-T-00163-23-O In-Person: NESGF-T-00163-23-I
SPEAKER:
H. Randy Hughes III, CPA
Owner
Counting Pennies LLC
Register Today! How to Automate Tax Engagement Letters in Ignition - February 8, 2023
START DATE:2/8/2023
START TIME:1:00 PM CST
DURATION:60 MINUTES
ABSTRACT:
Do you want to streamline onboarding, automate engagements and eliminate accounts receivable for your firm? Join Ryan Embree of Ignition and Josh Lance of Lance CPA Group to learn how you can scale your revenue and win high value clients with Ignition. Ignition brings together everything you need to engage clients and get paid effortlessly in one place. From selling your services and creating impressive digital proposals, through to automated invoicing and payment collection, Ignition helps you to build strong relationships that work for you and your clients. Win win. In this interactive, hands-on session follow along with accounting expert Josh Lance to get up and running fast with Ignition. He'll also give tips and share his experience for managing his own firm. You'll also have an opportunity to ask questions in an open Q&A.
LEARNING OBJECTIVES: By completing this webinar, you will be able to advise your clients on topics such as: o How to create tax proposals in Ignition for 1040, 1120, 1065, and tax planning clients o How to leverage Ignition’s proposal templates to fast track proposal creation o How to streamline your sales process and upsell services by allowing your clients to choose from up to three proposal options o Why getting payments (ACH and Credit Card) set up inside the proposal (instead of post-proposal) is a huge time saver o Designing a compliant engagement letter engagement letter o Identify ways to speed up your engagement process with Ignition ● Which one or all? o Packaging and Bundling your services o Consultative selling o Process and Workflow Efficiency WHO SHOULD ATTEND? Anyone who prepares tax returns and serves taxpayers or business clients. Course Level: Basic Course Length: 60 Minutes Prerequisites: None Delivery Method: Group-Live Internet Field of Study: Business Management & Organization – Non-Technical Recommended CPE: 1 Recommended CE: 0
SPEAKER Josh Lance: Managing Director at Lance CPA Group and Head of Accounting at Practice Ignition, Joshua Lance CPA, LLC
CPA & CGMA. At Lance CPA Group, I manage a virtual and remote team serving craft brewery and digital agency clients around the country. At Practice Ignition, I work with accountants to help them optimize their firm and how they can use Practice Ignition to better run their practice.
REGISTER TODAY!
EITC Enforcement: How To Avoid Becoming An IRS Target - February 20, 2023
START DATE:2/20/2023
START TIME:12:00 PM CST
DURATION:60 MINUTES
ABSTRACT:
The Earned Income Tax Credit (EITC) is a refundable federal income tax credit that is available to individuals with low- to moderate-income levels. The EITC helps low- and moderate-income individuals who are employed; by providing them with a much-needed financial boost. According to the IRS, in 2019 alone, more than 26 million taxpayers received around $63 billion from the credit, bringing an average of almost $2,500 per family. It is also a source of great angst with the IRS due to significant fraud. This special one-hour program with attorney Eric Green (Tax Rep Network) will review the requirements preparers must follow, what happens when a preparer is targeted by the IRS and what to do (and not do) if you want to avoid being dragged in front of the Office of Professional Responsibility (“OPR”), Criminal Investigation, or both. LEARNING OBJECTIVES: By completing this session, you will be able to: · Understand the requirements for preparers to prepare EITC claims. · Identify issues auditors will look for during an EITC audit. · Describe the EITC enforcement process and the role of the audit function, criminal investigations and Office of Professional Responsibility. WHO SHOULD ATTEND? Tax practitioners and accountants who provide tax preparation services, tax resolution services or those who would like to understand more about how to work effectively with the IRS. Course Level: Intermediate Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Personal Development – Non-Technical Recommended CPE: 1 Recommended CE: 0 IRS Course Category: Federal Tax Law Topics/Federal Tax Related Matters Online: NESGF-T-00164-23-O In-Person: NESGF-T-00164-23-I
SPEAKER: Eric Green Attorney Founder of The Tax Rep Network
REGISTER TODAY!
How to Automate Tax Engagement Letters in Ignition - February 21, 2023
START DATE:2/21/2023
START TIME:12:00 PM CST
DURATION:60 MINUTES
ABSTRACT:
Do you want to streamline onboarding, automate engagements and eliminate accounts receivable for your firm? Join Ryan Embree of Ignition and Josh Lance of Lance CPA Group to learn how you can scale your revenue and win high value clients with Ignition. Ignition brings together everything you need to engage clients and get paid effortlessly in one place. From selling your services and creating impressive digital proposals, through to automated invoicing and payment collection, Ignition helps you to build strong relationships that work for you and your clients. Win win. In this interactive, hands-on session follow along with accounting expert Josh Lance to get up and running fast with Ignition. He'll also give tips and share his experience for managing his own firm. You'll also have an opportunity to ask questions in an open Q&A.
LEARNING OBJECTIVES: By completing this webinar, you will be able to advise your clients on topics such as: o How to create tax proposals in Ignition for 1040, 1120, 1065, and tax planning clients o How to leverage Ignition’s proposal templates to fast track proposal creation o How to streamline your sales process and upsell services by allowing your clients to choose from up to three proposal options o Why getting payments (ACH and Credit Card) set up inside the proposal (instead of post-proposal) is a huge time saver o Designing a compliant engagement letter engagement letter
SPEAKER:
Josh Lance CPA, LLC
Managing Director at Lance CPA Group and Head of Accounting at Practice Ignition
CPA & CGMA. At Lance CPA Group, I manage a virtual and remote team serving craft brewery and digital agency clients around the country. At Practice Ignition, I work with accountants to help them optimize their firm and how they can use Practice Ignition to better run their practice.
REGISTER TODAY!
How to Get Maximum Tax Relief for Large IRS Balances - February 22, 2023
START DATE:2/22/2023
START TIME:12:00 PM CST
DURATION:60 MINUTES
ABSTRACT:
Effective bookkeeping allows an accurate tax return to be prepared. But when that tax return yields a balance due, what are the next steps for your tax paying client? Pay in full? Installment agreement? Are these the only two options? And how does a tax payer prevent large balances in the future? By being told to increase their withholdings? In this presentation, you gain insight into how tax resolution fits in to the tax services environment and how you as a tax professional can provide real and satisfying advice to your clients who are looking for less anxious solutions for their large tax balances. You will also gain insight in to the fears your clients may be facing and how you as the tax professional can help them alleviate those fears, helping them to gain even more confidence in you and lead to referral business from their peers. LEARNING OBJECTIVES: By completing this session, you will be able to:
Define tax resolution
Understand the difference and timing between tax planning, tax preparation, and tax resolution
See the value of adding tax resolution to your existing practice
Identify with the feelings your clients are experiencing when faced with having to deal with the IRS
Know the difference between Form 8821 and Form 2848 and when to use each
Become educated on the various resolution tools your clients may benefit from
Increase your value by educating consumers of financial information
WHO SHOULD ATTEND? CPAs, Enrolled Agents, and tax preparers interested in understanding how tax resolution can help their existing tax practice, those interested in expanding their tax practice beyond tax preparation, or those interested in knowing who to refer tax resolution business out to. Course Level: Beginner Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Business Law –Technical Recommended CPE: 1 Recommended CE: 1 IRS Category: Federal Tax Law Topics/Federal Tax Related Matters Online: NESGF-T-00163-23-O In-Person: NESGF-T-00163-23-I
If you're already registered for the How to Get Maximum Tax Relief for Large IRS Balances - February 22, 2023 webcast, click below:
SPEAKER
H. Randy Hughes III, CPA
Owner of Counting Pennies LLC
REGISTER TODAY!
Get Started with Your First Tax Advisory Clients NOW - March 21, 2023
START DATE:3/21/2023
START TIME:11:00 AM CDT
DURATION:45 MINUTES
ABSTRACT:
Want to learn how to provide tax advisory services to your clients? Join Intuit Tax Advisor Senior Solution Specialist, Clayton Crouch and Randy Crabtree, CPA, Advisory practitioner with Tri-Merit, and widely followed author, lecturer and podcast host for the accounting profession as they discuss how to get started leveraging Intuit Tax Advisor to apply tax saving strategies for your clients while quantifying your value as the trusted advisor. You will learn how to:
Identify the right clients for tax advisory
Make tax projections for your clients
Evaluate and apply the following tax saving strategies: Converting Schedule C clients to an S Corp, Section 179 expense, and Retirement strategies
Successfully create your first client-friendly report showcasing your value and the client tax savings using Intuit Tax Advisor
Hear best practices and insights on to get started offering tax advisory services
*This webinar does not qualify for CPE credit* ***Intuit Tax Advisor is only available to ProConnect and Lacerte users. ProSeries customers will not be able to use the software at this time*** SPEAKERS: Randy Crabtree, CPA Host of “The Unique CPA” podcast Partner with Tri-Merit Specialty Tax Professionals Host of “The Unique CPA,” podcast, which ranks among the world’s 10% most popular programs Conference presenter, Speaker, instructor for tax law educational programs More than 30 years of public accounting and tax consulting experience https://tri-merit.com/staff/randy-crabtree/ Clayton Crouch Sr Solutions Specialists Clayton received his Master of Business Administration from the University of North Texas. He is a Senior Solution Specialist who supports the sales teams in the professional tax group, while hosting webinars and product demos for Intuit’s professional tax customer base. He is passionate about helping customers implement the right cloud-based solutions which allow them to grow and scale their business and power prosperity for their clients.
Register Today!
How to Automate Tax Engagement Letters in Ignition - March 21, 2023
START DATE:3/21/2023
START TIME:1:00 PM CDT
DURATION:60 MINUTES
ABSTRACT:
Do you want to streamline onboarding, automate engagements and eliminate accounts receivable for your firm? Join Ryan Embree of Ignition and Josh Lance of Lance CPA Group to learn how you can scale your revenue and win high value clients with Ignition. Ignition brings together everything you need to engage clients and get paid effortlessly in one place. From selling your services and creating impressive digital proposals, through to automated invoicing and payment collection, Ignition helps you to build strong relationships that work for you and your clients. Win win. In this interactive, hands-on session follow along with accounting expert Josh Lance to get up and running fast with Ignition. He'll also give tips and share his experience for managing his own firm. You'll also have an opportunity to ask questions in an open Q&A. LEARNING OBJECTIVES: By completing this webinar, you will be able to advise your clients on topics such as: o How to create tax proposals in Ignition for 1040, 1120, 1065, and tax planning clients o How to leverage Ignition’s proposal templates to fast track proposal creation o How to streamline your sales process and upsell services by allowing your clients to choose from up to three proposal options o Why getting payments (ACH and Credit Card) set up inside the proposal (instead of post-proposal) is a huge time saver o Designing a compliant engagement letter engagement letter o Identify ways to speed up your engagement process with Ignition ● Which one or all? o Packaging and Bundling your services o Consultative selling o Process and Workflow Efficiency WHO SHOULD ATTEND? Anyone who prepares tax returns and serves taxpayers or business clients. Course Level: Basic Course Length: 60 Minutes Prerequisites: None Delivery Method: Group-Live Internet Field of Study: Business Management & Organization – Non-Technical Recommended CPE: 1 Recommended CE: 0
Speakers:
Josh Lance
Managing Director at Lance CPA Group and Head of Accounting at Practice Ignition
Joshua Lance CPA, LLC
CPA & CGMA. At Lance CPA Group, I manage a virtual and remote team serving craft brewery and digital agency clients around the country. At Practice Ignition, I work with accountants to help them optimize their firm and how they can use Practice Ignition to better run their practice.